Martin Investment Management

Asset Manager SEC-registered adviser

Legal name: Martin Investment Management, LLC

Palm Beach Gardens, FL Website LinkedIn

AUM

$888.1M
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$3.6M
Gross asset value

Employees

12

Last Form D raise

—

From SEC Form ADV filing (filed Aug 4, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

J
Jeffrey Billings
Trustee, Pcl Trust C/U Mary Ellen Neufeld Martin Charitable Lead Trust Dtd 12/9/1982 Patrick A. Martin & Jeffrey S. Billings, Ttees
Source: SEC Form ADV
P
Patrick Martin
Managing Director
Source: SEC Form ADV
S
Sandra Martin
Managing Director
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Martin Investments, A Wisconsin General PartnershipOther$3.6M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
105381
SEC file number
801-32896
CIK
1511888

Sources